Dana Martin Poston

Evelyn Blum is a financial advisor at Marshall Point Advisors LLC with 19 years of industry experience. She holds a Series 65 designation and has been with the firm since its founding in 2007. Outside of advising, Ms. Blum is a part-owner and bookkeeper for Steve Thomas Builders, a general contracting business based in Port Clyde, Maine. Marshall Point Advisors is a fee-only registered investment adviser serving individual and high-net-worth clients. The firm offers discretionary portfolio management alongside consulting services, employing a disciplined, research-driven approach that combines fundamental and technical analysis with tactical risk management.

James Letteney is a financial advisor at Letteney Financial Advisory, LLC in Waldoboro, ME, holding Series 65 and Series 63 licenses with 11 years of industry experience. He previously worked at Maine Advisory Associates, Inc. and has been the owner of Disc Master DJ Services, an entertainment business, since 1998. Letteney Financial Advisory provides discretionary investment management and financial planning services primarily to individual and retirement-focused clients, using both fundamental and technical analysis to pursue longer-term investment strategies tailored to client goals and risk tolerance. The firm operates exclusively with Charles Schwab as custodian and conducts formal account reviews annually.

William Westfield is a CFP® professional with 18 years of industry experience. He has been with August Wealth Group, Inc. since 2009. Westfield is also a licensed insurance agent. August Wealth Group, Inc. provides investment management and financial planning services to individuals, families, trusts, and foundations. The firm customizes portfolios based on client objectives and maintains a discretionary management approach with ongoing monitoring, primarily using mutual funds and ETFs.

Gary Simel is a financial advisor at Flynn Zito Capital Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2012. He serves as a board member of a nonprofit homeowners association in Portland, Maine. Flynn Zito Capital Management, LLC is a team-based registered investment adviser managing approximately $672 million for over 1,000 clients, including individuals, high-net-worth households, and retirement plan sponsors. The firm provides customized wealth management and investment services, utilizing a hybrid relationship with LPL Financial to combine discretionary portfolio management with access to LPL-sponsored advisory programs.

Scott Wilkinson is a financial advisor with Summit Wealth Group in Nobleboro, ME, holding a Series 66 designation and 17 years of industry experience. He previously worked at Commonwealth Financial Network from 1999 to 2025 and joined Summit Wealth Group and Purshe Kaplan Sterling Investments in 2025 and 2026, respectively. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on client profiles and employs various analytical approaches, frequently using third-party money managers and sub-advised models.

Colleen Parker is a financial advisor at Santander Securities LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Santander Securities since 2012, with additional experience at Santander Bank and the Law Office of Danilo J. Gomez. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party investment managers and centralized client service.